SEI Investments
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SEI Investments’s ESS Tech GWH Stock Holding History

SEI Investments’s Portfolio GWH Stock Details GWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,909
Closed -$23.4K – 2718
2024
Q2 		$23.4K Hold
1,909
– – ﹤0.01% 2630
2024
Q1 		$20.7K Hold
1,909
– – ﹤0.01% 2599
2023
Q4 		$32.6K Hold
1,909
– – ﹤0.01% 2576
2023
Q3 		$53.8K Buy
1,909
+449
+31% +$10.9K ﹤0.01% 2557
2023
Q2 		$32.2K Buy
+1,460
New +$26.4K ﹤0.01% 2633

Other funds holding GWH

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

SEI Investments's GWH Position: Q3 2024 in Review

SEI Investments sold out of ESS Tech (GWH) in Q3 2024, closing a stake of 1,909 shares — an estimated $23.4K sold.

SEI Investments first reported a position in GWH in Q2 2023 and held it in 5 quarters. The position peaked at $53.8K in Q3 2023. 50 funds tracked by Wall St. Rank hold GWH as of Q3 2024.

  • SEI Investments reported no remaining ESS Tech position as of Q3 2024 after selling out during the quarter.
  • SEI Investments sold 1,909 ESS Tech shares in Q3 2024, an estimated $23.4K.
  • SEI Investments first reported a position in ESS Tech in Q2 2023 and held it in 5 quarters.
  • SEI Investments's ESS Tech position peaked at $53.8K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held ESS Tech as of Q3 2024.

Based on SEI Investments's 13F filing for Q3 2024, filed 12 Nov 2024.